Salesforce World Tour London Admin Theater Presentation—Stefanie Bialas

1. Tips and Tricks for Reports and Dashboards
Getting the right answers to your analytical questions
23rd of May 2019
Stefanie Bialas
Implementation Consultant at Makepositive

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3. Stefanie Bialas
Implementation Consultant
stefanie.bialas@makepositive.com
@schdaephyie
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4. What we will go over today
• Before we start
• Basics
• Business scenario
• Demo-time
• Take-away and resources
Photo by JESHOOTS.COM on Unsplash
Sam

5. Before we start building …
Who are the people asking questions?
C-level, Management and staff
What are the questions they have?
Listen carefully and clarify the points they make
Why are they asking what they are asking?
What are their KPIs? Company goals?
We need to listen and ask questions!

6. Back to Basics
Reports in Lightning

7. Back to Basics
Dashboards in Lightning

8. Our scenarios today
The quarterly senior management meeting is taking place soon and our CEO missed some
marketing elements on the Sales and Marketing dashboard. She instructs the CMO to get data to
understand if we engage sufficiently with our current customer base. As our company wants to
expand into new markets, industry specific stats are very important.
Questions to consider for the build
• How many reports? What’s the base dashboard?
• What objects are needed to answer her questions? What filter criteria is needed?
• How much detail is too much detail? What graphical elements are best for what
question?
Let’s roll up our sleeves!
Tom Tobin & Steve Mo:
https://success.salesforce.com/answers?id=9063000000048RbAAI

9. Let’s do this!
Demo

11. Key points
• Ask questions first before building
• Don’t panic when you see the new report and dashboard builders
• Think of your data module and select your report type accordingly
Resources
• Webinars on YouTube, e.g.: https://www.youtube.com/watch?v=EUg2-lbxZB8
• Trailhead: https://trailhead.salesforce.com/home
Summary
What have we learned today
AppExchange